TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.9M
3
+$2.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.57M

Top Sells

1
+$3.17M
2
+$2.4M
3
+$2.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M
5
VTRS icon
Viatris
VTRS
+$1.33M

Sector Composition

1 Technology 14.82%
2 Healthcare 8.97%
3 Financials 6.32%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
366
877
$3K ﹤0.01%
+186
878
$3K ﹤0.01%
+18
879
$3K ﹤0.01%
48
+1
880
$3K ﹤0.01%
+50
881
$3K ﹤0.01%
22
882
$3K ﹤0.01%
+50
883
$3K ﹤0.01%
2,000
-375
884
$3K ﹤0.01%
40
885
$3K ﹤0.01%
+150
886
$3K ﹤0.01%
225
887
$3K ﹤0.01%
108
-131
888
$3K ﹤0.01%
74
+6
889
$3K ﹤0.01%
50
890
$3K ﹤0.01%
8
891
$3K ﹤0.01%
18
892
$3K ﹤0.01%
400
893
$3K ﹤0.01%
1,221
894
$3K ﹤0.01%
+156
895
$3K ﹤0.01%
20
896
$2K ﹤0.01%
140
897
$2K ﹤0.01%
104
898
$2K ﹤0.01%
20
899
$2K ﹤0.01%
30
900
$2K ﹤0.01%
75
34 35
36
37 38